Your team already works in Slack. The question is whether the work that happens there ever reaches the system of record, or whether it evaporates at the end of the day.
The real conversation happens somewhere the record cannot see
Deals are progressed, escalations resolved and decisions made in channels. Then somebody summarises a fraction of it into a system, later, from memory.
Context lives in a channel
Everything about why a deal moved or a case escalated is in a thread the next person will never find.
Updates happen once a week
Because updating the record means leaving the place the work is happening, so it waits until it is a chore.
Approvals are chased by direct message
Untracked, unauditable, and dependent on someone being online.
Escalations restart every time
No consistent place a cross-functional problem is run, so each one is assembled from scratch.
Notifications are noise
Everything routed to everyone, so people mute the channel that mattered.
Handovers lose the thread
A person leaves, and the history of an account leaves with their direct messages.
Specialties
What we implement on Slack
We do not start with the product. We start with the problem, then use only what solves it.
Salesforce and Slack integration
Records, alerts and actions where the conversation is, so updating is not a separate trip.
Deal and account channels
Automatically created, correctly populated, and archived with the record rather than lost.
Swarming and escalation
Cross-functional response with a defined shape, so hard problems are run the same way twice.
Approvals in Slack
Requests actioned in the channel and written back to the record properly.
Alerts that are worth reading
Routed narrowly enough that people still read them in six months.
Workflow automation
Routine sequences run without leaving the conversation.
Agentforce in Slack
Answering from your own systems where people already ask the question.
Adoption
Conventions and channel design, because the tooling is easy and the habit is not.
Our process
You see working software long before go-live
The same shape on every engagement, sized to the business. Each stage produces something you can look at and react to, rather than a document you approve and hope for.
01
Discovery
We learn how your business runs before we touch the org — including the parts that are not on Salesforce yet.
02
Blueprint
Scope agreed and locked, priorities set, and a phased plan that says plainly what is not happening in phase one.
03
Build in phases
Regular demos of real, working configuration — so course corrections happen while they are still cheap.
04
Deploy and enable
Migration, testing, cutover and training owned by us — adoption is part of the job, not an afterthought.
05
Beyond go-live
The same team stays. Go-live is where the value starts compounding, not where the relationship ends.
Integrations
Where the work already happens
Slack earns its place by being the front door to systems people otherwise avoid opening.
Salesforce
Records, updates and alerts in the channel rather than in another tab.
Sales Cloud · Service Cloud · Field Service
Approvals and workflow
Requests raised, actioned and recorded without leaving the thread.
Salesforce Approvals · Workflow Builder
Project and ticketing
Delivery status where the commercial conversation is happening.
Jira · Asana · Smartsheet
Documents
Files reachable from the conversation and from the record.
Google Drive · SharePoint · Box
Alerting and monitoring
Operational signals reaching the people who can act on them.
PagerDuty · Monitoring tools
Agents
Answering from your own data in the place the question was asked.
Agentforce · Data Cloud
Let's talk about the conversation your CRM cannot see
Not a cookie-cutter demo. A conversation about where your team actually works and what never makes it into the record.
